Order Margin Report
Use it when: You want a high-level view of how profitable each order is.
Best for: Managers or finance teams reviewing order performance.
Order Item Margin Report
Use it when: You need to pinpoint which items are profitable or causing losses.
Best for: Operations or purchasing teams managing back-to-back buying or sub-rentals.
How to use and navigate to Reports
Step 1: Accessing the Reports
Navigate to the Reports section.
Look for the new reports titled:
Order Margin Report
Order Item Margin Report
Step 2: Understanding the Order Margin Report
This report provides a summary of profit margins per order.
It uses standard product costs and stock levels to calculate margins.
If items are sub-rented or purchased specifically for the order, those costs are included.
Once the purchase order is completed, the report updates with the actual costs.
📌 Use Case: Ideal for tracking overall profitability of each order, especially when dealing with mixed sourcing (stock + sub-rent/purchase).
Step 3: Exploring the Order Item Margin Report
This report gives a detailed breakdown per item within each order.
Shows individual item profitability.
Highlights negative margins in red, making it easy to spot issues.
Helps identify which items are affecting overall order profitability.
📌 Use Case: Perfect for businesses managing back-to-back purchasing, ensuring each item contributes positively to the bottom line.
Step 4: Exporting & Sharing
Both reports can be exported to Excel or PDF for sharing or further analysis.
Use filters to focus on specific time periods, customers, or product categories.